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Dentgroup LLC
|
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Lyell Wealth Management, Lp
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Chesapeake Wealth Management
|
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Curran Financial Partners, LLC
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Roman Butler Fullerton & Co
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Trexquant Investment LP
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Global Retirement Partners, LLC
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B & T Capital Management DBA Alpha Capital Management
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Quintet Private Bank (Europe) S.A.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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O'Brien Wealth Partners LLC
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Janney Montgomery Scott LLC
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
Elser Financial Planning, Inc
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Clg Llc
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Byrne Financial Freedom, Llc
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Avanza Fonder AB
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Resurgent Financial Advisors LLC
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CWA Asset Management Group, LLC
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Assenagon Asset Management S.A.
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IPG Investment Advisors LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Ashton Thomas Private Wealth, LLC
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Fisher Funds Management LTD
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ForthRight Wealth Management, LLC
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Global Trust Asset Management, LLC
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Ames National Corp
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BLPIX - Profunds - Bull Profund Investor Class
|
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Armstrong, Fleming & Moore, Inc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Shepherd Financial Partners LLC
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Keystone Wealth Services, LLC
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Gateway Wealth Partners, LLC
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Family Wealth Group, LLC
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Allen Capital Group, LLC
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PFW Advisors LLC
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Tredje AP-fonden
|
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Thrive Capital Management, LLC
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ARS Wealth Advisors Group, LLC
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Rice Partnership, LLC
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TCTC Holdings, LLC
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PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
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Abacus Planning Group, Inc.
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Samalin Investment Counsel, LLC
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Weaver Capital Management LLC
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Analyst IMS Investment Management Services Ltd.
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Vivaldi Capital Management, LLC
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CBOE Vest Financial, LLC
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KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
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|
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|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
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|
Cottage Street Advisors LLC
|
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|
Activest Wealth Management
|
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Liberty Wealth Management Llc
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ICW Investment Advisors LLC
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Robbins Farley Llc
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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|
Trust Co of the South
|
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Patriot Financial Group Insurance Agency, LLC
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Legacy Wealth Asset Management, LLC
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Smith & Howard Wealth Management, LLC
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Summit Partners Public Asset Management, Llc
|
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Inspirion Wealth Advisors, Llc
|
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Bartlett & Co. Wealth Management Llc
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
Latitude Advisors, LLC
|
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|
Hall Laurie J Trustee
|
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|
Kiker Wealth Management, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Tounjian Advisory Partners, Llc
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
Beacon Investment Advisory Services, Inc.
|
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NorthStar Asset Management LLC /NJ/
|
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Vista Investment Partners Ii, Llc
|
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Perennial Investment Advisors, LLC
|
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Whitener Capital Management, Inc.
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Windsor Capital Management, LLC
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Vicus Capital
|
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|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
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|
|
Cornerstone Total Return Fund Inc
|
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|
|
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|
Westbourne Investment Advisors, Inc.
|
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|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
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|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
|
Capital Square, LLC
|
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|
DORVAL Corp
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
Advyzon Investment Management, LLC
|
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|
Ameriprise Financial Inc
|
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|
Condor Capital Management
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Private Advisory Group LLC
|
|
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
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|
MeadowBrook Investment Advisors LLC
|
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|
|
Community Trust & Investment Co
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
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|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
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Full Sail Capital, LLC
|
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Atlas Brown,Inc.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Jaffetilchin Investment Partners, LLC
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Croban
|
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Tevis Investment Management
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Convergence Investment Partners, LLC
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TFC Financial Management
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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Atlas Financial Advisors, Inc.
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Echo45 Advisors LLC
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Hoxton Planning & Management, LLC
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Private Client Services, Llc
|
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National Bank Of Canada /fi/
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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Fi3 FINANCIAL ADVISORS, LLC
|
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Bank Of America Corp /de/
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Yousif Capital Management, Llc
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Nfj Investment Group, Llc
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Richard P Slaughter Associates Inc
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Victrix Investment Advisors
|
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Catalyst Capital Advisors LLC
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Cromwell Holdings LLC
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Picton Mahoney Asset Management
|
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Andra AP-fonden
|
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NorthRock Partners, LLC
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LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
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Sandbox Financial Partners, LLC
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Townsquare Capital Llc
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Marion Wealth Management
|
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Hodges Capital Management Inc.
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Baker Chad R
|
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Manufacturers Life Insurance Company, The
|
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Vontobel Holding Ltd.
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Summit Wealth & Retirement Planning, Inc.
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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Carl P. Sherr & Co., LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Compton Financial Group, LLC
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Ignite Planners, LLC
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Solidarilty Wealth, LLC
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Sollinda Capital Management LLC
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Lowe Brockenbrough & Co Inc
|
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Hsbc Holdings Plc
|
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
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Sky Investment Group LLC
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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Stevens Capital Management Lp
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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Geneos Wealth Management Inc.
|
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Gilliland Jeter Wealth Management LLC
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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Eqis Capital Management, Inc.
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Renasant Bank
|
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Prescott Group Capital Management, L.l.c.
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Atria Wealth Solutions, Inc.
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Hilton Capital Management, LLC
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Tuttle Tactical Management LLC
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Berry Wealth Group, LP
|
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AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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Bokf, Na
|
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Southeast Asset Advisors Inc.
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Formidable Asset Management, LLC
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Evelyn Partners Investment Management LLP
|
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Sierra Ocean, Llc
|
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AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
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Sentinel Trust Co Lba
|
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Knights of Columbus Asset Advisors LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
KFA Private Wealth Group, LLC
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Citizens Business Bank
|
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Dakota Community Bank & Trust NA
|
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QTR Family Wealth, LLC
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Paladin Advisory Group, LLC
|
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Berkshire Bank
|
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Heartland Bank & Trust Co
|
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|
Prudential Plc
|
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Braun-Bostich & Associates Inc.
|
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Financial Advocates Investment Management
|
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HMV Wealth Advisors, LLC
|
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
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|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Mather Group, Llc.
|
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Guyasuta Investment Advisors Inc
|
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|
Lecap Asset Management Ltd
|
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Ninety One UK Ltd
|
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Alta Wealth Advisors LLC
|
|
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|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
Howard Capital Management Inc.
|
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|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Private Management Group Inc
|
|
|
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|
Hunter Associates Investment Management Llc
|
|
|
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|
LifeWealth Investments, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Kempen Capital Management N.v.
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Fortress Financial Group, Llc
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Gradient Capital Advisors, LLC
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Farringdon Capital, Ltd.
|
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Ofi Invest Asset Management
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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|
Camden Capital, LLC
|
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|
Boston Partners
|
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|
Adapt Wealth Advisors, Llc
|
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|
Norges Bank
|
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|
Crestwood Advisors Group LLC
|
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Evergreen Capital Management Llc
|
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Florida Financial Advisors, Llc
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Diversified Trust Co
|
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Gould Asset Management Llc /ca/
|
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Lindenwold Advisors
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Skopos Labs, Inc.
|
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Bellecapital International Ltd.
|
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Simplex Trading, Llc
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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StrongBox Wealth, LLC
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
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|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
|
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|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
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|
Capital Planning Advisors, LLC
|
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Stansberry Asset Management, Llc
|
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Integrated Investment Consultants, LLC
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Manchester Capital Management LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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RW Investment Management LLC
|
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FLC Capital Advisors
|
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|
Alpine Bank Wealth Management
|
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Cornerstone Wealth Group, LLC
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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|
Regal Investment Advisors LLC
|
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Epoch Investment Partners, Inc.
|
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Brevan Howard Capital Management LP
|
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Edge Wealth Management LLC
|
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Westmount Partners, LLC
|
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Tang Capital Management Llc
|
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Walkner Condon Financial Advisors LLC
|
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Adviser Investments LLC
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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Exchange Capital Management, Inc.
|
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Old Port Advisors
|
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|
Texas Bank & Trust Co
|
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|
Auxano Advisors, LLC
|
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Orin Green Financial, LLC
|
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Kesler, Norman & Wride, LLC
|
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Tower Bridge Advisors
|
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|
Costello Asset Management, INC
|
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Sharkey, Howes & Javer
|
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Hummer Financial Advisory Services Inc
|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
Richmond Investment Services, LLC
|
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First Commonwealth Financial Corp /pa/
|
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|
Hohimer Wealth Management, Llc
|
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Hall Capital Management Co Inc
|
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Sandy Spring Bank
|
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Tectonic Advisors Llc
|
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Missouri Trust & Investment Co
|
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Oversea-Chinese Banking CORP Ltd
|
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Great West Life Assurance Co /can/
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
Trust Co Of Vermont
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
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Clarity Asset Management, Inc.
|
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
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|
Round Rock Advisors, LLC
|
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Proficio Capital Partners LLC
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
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|
Blair William & Co/il
|
|
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|
Talisman Wealth Advisors LLC
|
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|
Siemens Fonds Invest GmbH
|
|
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|
Northstar Asset Management Inc
|
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|
Compass Financial Group, INC/SD
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
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|
|
Thrive Wealth Management, LLC
|
|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
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|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
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|
Charter Oak Capital Management, LLC
|
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|
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|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
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|
|
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|
Liberty Capital Management, Inc.
|
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|
Sellwood Investment Partners LLC
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
|
Taylor Financial Group, Inc.
|
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|
D'Orazio & Associates, Inc.
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|
Cadinha & Co Llc
|
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Investors Research Corp
|
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|
GFG Capital, LLC
|
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|
Victory Financial Group, Llc
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
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|
|
|
Dunhill Financial, LLC
|
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|
Houlihan Financial Resource Group, Ltd.
|
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|
Stewardship Advisors, LLC
|
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|
Addenda Capital Inc.
|
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|
Waypoint Wealth Partners Inc.
|
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|
Stokes Family Office, LLC
|
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|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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|
Schechter Investment Advisors, LLC
|
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Dearborn Partners Llc
|
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|
Doliver Advisors, Lp
|
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|
FRG Family Wealth Advisors LLC
|
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|
Court Place Advisors, LLC
|
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|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Cornerstone Capital, Inc.
|
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|
Aqr Capital Management Llc
|
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|
Constant Guidance Financial LLC
|
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|
Chemistry Wealth Management LLC
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|
Chapman Financial Group, Llc
|
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|
Duncan Williams Asset Management, LLC
|
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|
Rakuten Securities, Inc.
|
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|
ORG Wealth Partners, LLC
|
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|
Watts Gwilliam & Co., LLC
|
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|
SlateStone Wealth, LLC
|
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|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
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|
Perbak Capital Partners LLP
|
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Viewpoint Capital Management LLC
|
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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|
Unigestion Holding SA
|
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|
Allianzgi Diversified Income & Convertible Fund
|
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|
Family Management Corp
|
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|
Barrett & Company, Inc.
|
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|
Compass Wealth Management, LLC/GA
|
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|
Madison Asset Management, LLC
|
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|
Alesco Advisors Llc
|
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|
Consultiva Wealth Management, Corp.
|
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|
Td Private Client Wealth Llc
|
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|
Asset Planning Corporation
|
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|
Bank of New York Mellon Corp
|
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|
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|
Jag Capital Management, Llc
|
|
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|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
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|
Covenant Asset Management, LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
Gordian Advisors LLC
|
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|
Kinneret Advisory, LLC
|
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|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
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|
|
|
Nabity-Jensen Investment Management Inc
|
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|
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|
49 Wealth Management, Llc
|
|
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|
|
|
Fishman Jay A Ltd/mi
|
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|
|
|
HF Advisory Group, LLC
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
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|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Somnio Financial Group, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
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|
|
|
|
Investment Planning Advisors, Inc.
|
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|
|
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|
Red Door Wealth Management, LLC
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
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|
Joel Isaacson & Co., LLC
|
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|
|
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|
Northwest Capital Management Inc
|
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|
Puff Wealth Management, Llc
|
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Cidel Asset Management Inc
|
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|
Triangle Securities Wealth Management
|
|
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
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Holistic Financial Partners
|
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|
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PBMares Wealth Management LLC
|
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|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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|
|
|
|
Human Investing LLC
|
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|
West Branch Capital LLC
|
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|
Wealth Dimensions Group, Ltd.
|
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|
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Live Oak Private Wealth LLC
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
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|
Moment Partners, LLC
|
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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|
|
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Pines Wealth Management, LLC
|
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Norinchukin Bank, The
|
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|
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Mizuho Securities Usa Llc
|
|
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
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|
Marathon Capital Management
|
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|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
|
|
|
Princeton Capital Management Llc
|
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Wallace Advisory Group, LLC
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Hilltop Partners LLC
|
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|
|
|
|
D L Carlson Investment Group Inc
|
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|
Archer Investment Corp
|
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|
Capital Asset Advisory Services LLC
|
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|
Baugh & Associates, LLC
|
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|
Morris Financial Concepts, Inc.
|
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Shelton Capital Management
|
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Kelly Financial Services LLC
|
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Highland Capital Management, Llc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
Alan B. Lancz & Associates, Inc.
|
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Alpha Family Trust
|
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AssuredPartners Investment Advisors, LLC
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Washburn Capital Management, Inc.
|
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Denver Wealth Management, Inc.
|
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|
Puzo Michael J
|
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Precision Wealth Strategies, LLC
|
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|
Opus Capital Group, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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TFG Advisers LLC
|
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|
Ccm Investment Advisers Llc
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Aries Wealth Management
|
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|
Cardinal Capital Management, Inc.
|
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Fulton Bank, N.a.
|
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Bridge Generations Wealth Management Llc
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
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|
Gleason Group, Inc.
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Martingale Asset Management L P
|
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|
Marex Group plc
|
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Connecticut Wealth Management, LLC
|
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|
Fox Hill Wealth Management
|
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|
Rakuten Investment Management, Inc.
|
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Journey Advisory Group, LLC
|
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Red Cedar Investment Management, Llc
|
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Cullen Investment Group, Ltd.
|
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Aurdan Capital Management, LLC
|
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|
Numerai GP LLC
|
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|
Lifeworks Advisors, LLC
|
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|
GeoWealth Management, LLC
|
|
|
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|
Walker Financial Services, Inc.
|
|
|
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
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|
Rs Crum Inc.
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Signature Wealth Management Group
|
|
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|
Syon Capital Llc
|
|
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|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
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|
Torray Llc
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
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|
|
|
|
KDT Advisors, LLC
|
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|
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|
|
Blackston Financial Advisory Group, LLC
|
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|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
Mattern Capital Management, Llc
|
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|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Kmt Wealth Management, Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
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|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
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|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
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|
|
Mirabaud Asset Management Ltd
|
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|
|
|
|
Lynch & Associates/in
|
|
|
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|
Wright Investors Service Inc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
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|
Gray Private Wealth, LLC
|
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|
Castlekeep Investment Advisors Llc
|
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|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
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|
|
1248 Management, LLC
|
|
|
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|
FDx Advisors, Inc.
|
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|
Moser Wealth Advisors, LLC
|
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|
Kanawha Capital Management Llc
|
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|
MQS Management LLC
|
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|
Disciplina Capital Management LLC
|
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Summit Wealth Group, LLC
|
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
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|
Purkiss Capital Advisors LLC
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
Trust Asset Management LLC
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
|
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|
Wulff, Hansen & Co.
|
|
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Saiph Capital, LLC
|
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|
|
|
|
Avant Financial Advisors LLC
|
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|
Point72 (DIFC) Ltd
|
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|
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|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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|
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|
|
Convergence Financial, LLC
|
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|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
Tyche Wealth Partners LLC
|
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|
Twin Tree Management, LP
|
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|
First Hawaiian Bank
|
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|
Marco Investment Management Llc
|
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Athena Investment Management
|
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|
Pacific Sage Partners, LLC
|
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|
Patten Group, Inc.
|
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|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
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|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Rexford Capital Inc
|
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|
Sippican Capital Advisors
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
Equitable Trust Co
|
|
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|
WASHINGTON TRUST Co
|
|
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|
AE Wealth Management LLC
|
|
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|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
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|
Capstone Financial Advisors, Inc.
|
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|
Dahring | Cusmano Llc
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
|
Westwood Holdings Group Inc
|
|
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|
|
Concurrent Investment Advisors, LLC
|
|
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|
Sharp Financial Services, LLC
|
|
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|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
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|
|
Kingswood Wealth Advisors, Llc
|
|
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|
|
|
Lgt Capital Partners Ltd.
|
|
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|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
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|
|
|
|
Rowland & Co Investment Counsel/adv
|
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|
|
Trinity Legacy Partners, LLC
|
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|
Naples Global Advisors, Llc
|
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|
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|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
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|
Papamarkou Wellner Asset Management inc.
|
|
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|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
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|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
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|
Wells Financial Advisors INC
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
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TBH Global Asset Management, LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
|
Resources Investment Advisors, LLC.
|
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|
State of Tennessee, Treasury Department
|
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|
Impax Asset Management Group plc
|
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AMF Pensionsforsakring AB
|
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|
Lord, Abbett & Co. Llc
|
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|
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|
Clark Financial Services Group Inc /bd
|
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Luken Investment Analytics, LLC
|
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|
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|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Americana Partners, LLC
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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First Interstate Bank
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Joseph P. Lucia & Associates, LLC
|
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Curated Wealth Partners LLC
|
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Cornerstone Select Advisors, LLC
|
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|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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|
St. Louis Trust Co
|
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Voisard Asset Management Group, Inc.
|
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Oregon Public Employees Retirement Fund
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
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|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Mosaic Family Wealth Partners, Llc
|
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Dynasty Wealth Management, Llc
|
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Antonelli Financial Advisors, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
J. L. Bainbridge & Co., Inc.
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Allium Financial Advisors, Llc
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Banque Pictet & Cie Sa
|
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Quartz Partners, LLC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Spirit Of America Management Corp/ny
|
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N.E.W. Advisory Services LLC
|
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|
Sherrill & Hutchins Financial Advisory, Inc
|
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|
High Probability Advisors, LLC
|
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Aull & Monroe Investment Management Corp
|
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Exencial Wealth Advisors, Llc
|
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Moody Lynn & Lieberson, Llc
|
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Trueblood Wealth Management, LLC
|
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Johnson Bixby & Associates, LLC
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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Socorro Asset Management LP
|
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PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
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|
Greatmark Investment Partners, Inc.
|
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|
Thompson Investment Management, Inc.
|
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|
Skylands Capital, LLC
|
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|
Berkshire Money Management, Inc.
|
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|
Emerald Investment Partners, Llc
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
Eastern Bank
|
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|
Moneta Group Investment Advisors Llc
|
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|
Kentucky Trust Co
|
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|
Gitterman Wealth Management, LLC
|
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|
Bbr Partners, Llc
|
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Firestone Capital Management
|
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M&G Plc
|
|
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|
RDA Financial Network
|
|
|
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|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
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|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
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|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
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|
Elk River Wealth Management, LLC
|
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|
|
Suncoast Equity Management
|
|
|
|
|
|
New World Advisors LLC
|
|
|
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|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
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|
|
Railway Pension Investments Ltd
|
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|
|
|
|
Cacti Asset Management Llc
|
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|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
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Cassaday & Co Wealth Management LLC
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Good Steward Wealth Advisors,LLC
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New York State Common Retirement Fund
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Charter Research & Investment Group, Inc.
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Fundsmith LLP
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TrueWealth Advisors, LLC
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Sagard Holdings Management Inc.
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USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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Strategic Wealth Partners, Ltd.
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Cary Street Partner Investment Advisory Llc
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Burford Brothers, Inc.
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Squarepoint Ops LLC
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Campbell Deegan Wealth Management, LLC
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Callan Family Office, LLC
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Cascade Investment Advisors, Inc.
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Prakash Investment Advisors Llc
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Retirement Planning Group, Llc / Ny
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Brant Point Investment Management Llc
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Spinnaker Trust
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Veracity Capital LLC
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
Birchbrook, Inc.
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Noesis Capital Mangement Corp
|
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Change Path, LLC
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PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
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Noble Wealth Management PBC
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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|
Re Advisers Corp
|
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Revisor Wealth Management LLC
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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Greenwich Wealth Management LLC
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Bornite Capital Management LP
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Ewing Morris & Co. Investment Partners Ltd.
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Wealth Management Partners, LLC
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CapWealth Advisors, LLC
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Ariadne Wealth Management, LP
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
GoalVest Advisory LLC
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Garrett Wealth Advisory Group, LLC
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BIP Alliance, LLC
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Annex Advisory Services, LLC
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Pointe Capital Management LLC
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Aspetuck Financial Management LLC
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Clear Street Markets Llc
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Profunds - Profund Vp Consumer Services
|
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Nexus Investment Management ULC
|
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Lazard Freres Gestion S.A.S.
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Apriem Advisors
|
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Napean Trading & Investment Co (Singapore) PTE Ltd
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Lummis Asset Management, LP
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Sather Financial Group Inc
|
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Private Wealth Asset Management, LLC
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Warren Street Wealth Advisors, LLC
|
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Sig Brokerage, Lp
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
Banque Cantonale Vaudoise
|
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Vista Wealth Management Group, LLC
|
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Gamco Investors, Inc. Et Al
|
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|
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|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
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|
My Personal CFO, LLC
|
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|
Quantum Private Wealth, LLC
|
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Capital Advisors Wealth Management, LLC
|
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Stephens Consulting, LLC
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FIL Ltd
|
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Castleview Partners, Llc
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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|
J.Safra Asset Management Corp
|
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West Wealth Group, LLC
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Valley National Advisers Inc
|
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|
Foundations Investment Advisors, LLC
|
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|
Schulhoff & Co Inc
|
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RVW Wealth, LLC
|
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Gateway Investment Advisers Llc
|
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|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
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|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
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|
Warburton Capital Management, LLC
|
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|
Successful Portfolios LLC
|
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|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
Aua Capital Management, Llc
|
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|
Evercore Wealth Management, LLC
|
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|
Louisbourg Investments Inc.
|
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Close Asset Management Ltd
|
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|
Alliance Wealth Management Group
|
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|
Rathbone Brothers plc
|
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|
Wood Tarver Financial Group, LLC
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
|
First American Bank
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Ballast, Inc.
|
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|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Dorsal Capital Management, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
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|
|
WealthTrust Axiom LLC
|
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|
Windle Wealth, LLC
|
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|
FCG Investment Co
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Constitution Capital LLC
|
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|
Commerce Bank
|
|
|
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|
Circle Wealth Management, LLC
|
|
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|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
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|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
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|
|
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
|
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|
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|
|
Innova Wealth Partners
|
|
|
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|
|
Leisure Capital Management
|
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|
Opus Investment Management Inc
|
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|
Country Club Bank /gfn
|
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Sunflower Bank, N.A.
|
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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|
Financial Connections Group, Inc.
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Vinva Investment Management Ltd
|
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Rosenberg Matthew Hamilton
|
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Bank & Trust Co
|
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|
Cedar Mountain Advisors, LLC
|
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Commonwealth Financial Services, LLC
|
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|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
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|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Gries Financial Llc
|
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
Kwmg, Llc
|
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Uncommon Cents Investing LLC
|
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CarsonAllaria Wealth Management, Ltd.
|
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Nations Financial Group Inc, /ia/ /adv
|
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Legacy Financial Group LLC
|
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Frank, Rimerman Advisors LLC
|
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Carson Advisory Inc.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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|
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|
Advance Capital Management, Inc.
|
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|
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M&t Bank Corp
|
|
|
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|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
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|
Baker Boyer National Bank
|
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|
DMG Group, LLC
|
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|
Beese Fulmer Investment Management, Inc.
|
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Goldstone Financial Group, LLC
|
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|
HAP Trading, LLC
|
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|
Texas Permanent School Fund
|
|
|
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Tripletail Wealth Management, LLC
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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|
Markel Corp
|
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Bigelow Investment Advisors, LLC
|
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Meiji Yasuda Asset Management Co Ltd.
|
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
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|
Campbell & CO Investment Adviser LLC
|
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|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
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|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
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Mirabaud & Cie SA
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
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|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
Syverson Strege & Co
|
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|
AllGen Financial Advisors, Inc.
|
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Bfsg, Llc
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
ZynergyRetirementPlanningLLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Tabor Asset Management, LP
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Ackerman Asset Management, LLC
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
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|
St. Johns Investment Management Company, LLC
|
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|
Mengis Capital Management, Inc.
|
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|
Silverlake Wealth Management Llc
|
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|
Lathrop Investment Management Corp
|
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|
MetLife Investment Management, LLC
|
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|
IFP Advisors, Inc
|
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Eventide Asset Management, Llc
|
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WPG Advisers, LLC
|
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|
Alpine Woods Capital Investors, Llc
|
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|
Ceredex Value Advisors LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Rafferty Asset Management, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
Russell Investments Group, Ltd.
|
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|
Worldquant Millennium Advisors Llc
|
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|
Index Fund Advisors, Inc.
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Boreal Capital Management LLC
|
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|
Presidio Capital Management, LLC
|
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|
Correct Capital Wealth Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
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Cincinnati Financial Corp
|
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WT Wealth Management
|
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|
Breakwater Investment Management
|
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|
Cim Investment Mangement Inc
|
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|
Gibson Capital, LLC
|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Bridgeway Capital Management Inc
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
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|
|
Greenfield Savings Bank
|
|
|
|
|
|
Mattern Wealth Management LLC
|
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|
Lewis Asset Management, LLC
|
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|
Pictet Asset Management Holding SA
|
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|
IAG Wealth Partners, LLC
|
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Umpqua Bank
|
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|
ONE Advisory Partners, LLC
|
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|
Tran Capital Management, L.p.
|
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|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
Voya Investment Management Llc
|
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|
Cohen & Steers, Inc.
|
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|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
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|
Investment Research & Advisory Group, Inc.
|
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Paces Ferry Wealth Advisors, Llc
|
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|
Gryphon Financial Partners LLC
|
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|
Menora Mivtachim Holdings Ltd.
|
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DHJJ Financial Advisors, Ltd.
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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|
Lodestone Wealth Management LLC
|
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|
Zullo Investment Group, Inc.
|
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|
Simmons Bank
|
|
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|
Raleigh Capital Management Inc.
|
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|
First National Bank of Hutchinson
|
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|
Tempus Wealth Planning, LLC
|
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|
W Advisors, Llc
|
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|
Summit Asset Management, LLC
|
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|
TFB Advisors LLC
|
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|
NCM Capital Management, LLC
|
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|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
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|
|
Kercheville Advisors, LLC
|
|
|
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|
|
Assetmark, Inc
|
|
|
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|
White Lighthouse Investment Management Inc.
|
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|
Brookwood Investment Group LLC
|
|
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|
|
Avion Wealth
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
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|
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|
|
Groupama Asset Managment
|
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|
Cwm, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Burkett Financial Services, Llc
|
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|
|
|
|
Regions Financial Corp
|
|
|
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|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
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|
Ossiam
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
Next Level Private LLC
|
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|
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|
Grandview Asset Management LLC
|
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|
National Wealth Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
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|
DT Investment Partners, LLC
|
|
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
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|
Elefante Mark B
|
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Plato Investment Management Ltd
|
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Quadrant Capital Group Llc
|
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First Trust Advisors Lp
|
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
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|
Cornerstone Wealth Management, LLC
|
|
|
|
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|
Truist Financial Corp
|
|
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|
CFS Investment Advisory Services, LLC
|
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|
WealthCollab, LLC
|
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New Harbor Financial Group, LLC
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
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|
Tcw Group Inc
|
|
|
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TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
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|
Bell Bank
|
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|
CWS Financial Advisors, LLC
|
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Founders Financial Securities Llc
|
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Argentarii, LLC
|
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|
Values Added Financial LLC
|
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|
Richards, Merrill & Peterson, Inc.
|
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Silvia Mccoll Wealth Management, Llc
|
|
|
|
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|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
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|
U S Wealth Group, Llc.
|
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|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
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|
Natural Investments, Llc
|
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|
Macroview Investment Management Llc
|
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Investment Advisory Group, LLC
|
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|
Tobias Financial Advisors, Inc.
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Arlington Trust Co LLC
|
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Sowell Financial Services LLC
|
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Minot DeBlois Advisors LLC
|
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|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
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|
Chung Wu Investment Group, LLC
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Sonora Investment Management Group, LLC
|
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|
Coppell Advisory Solutions LLC
|
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|
Aviso Financial Inc.
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
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|
Schmidt P J Investment Management Inc
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
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|
FIDELIS iM, LLC
|
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|
CVA Family Office, LLC
|
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|
Fmr Llc
|
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ProShare Advisors LLC
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
|
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|
Palisade Capital Management Llc/nj
|
|
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|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Beacon Financial Group
|
|
|
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|
Nixon Peabody Trust Co
|
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
Leigh Baldwin & Co., Llc
|
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Montecito Bank & Trust
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
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|
B&l Asset Management Llc
|
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|
Trust Point Inc.
|
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|
Sanders Morris Harris Llc
|
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Power Wealth Management Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
|
|
Phraction Management LLC
|
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|
|
Clifford Group, LLC
|
|
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|
Tacita Capital Inc
|
|
|
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|
Blume Capital Management, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
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|
ESL Trust Services, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
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|
Peak6 Llc
|
|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
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|
North Point Portfolio Managers Corp/oh
|
|
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|
|
|
Planning Center, Inc.
|
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|
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|
|
Signet Investment Advisory Group, Inc.
|
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|
McDonough Capital Management, Inc
|
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|
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|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Altman Advisors, Inc.
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Aviso Wealth Management
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New York Life Investment Management Llc
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Riverview Trust Co
|
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Second Line Capital, LLC
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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Ahl Investment Management, Inc.
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Tritonpoint Wealth, Llc
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Eaton Vance Enhanced Equity Income Fund Ii
|
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Principle Wealth Partners Llc
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Farmers Trust Co
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Builder Investment Group Inc /adv
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Orser Capital Management, Llc
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Rosenblum Silverman Sutton S F Inc /ca
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Code Waechter LLC
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Allworth Financial LP
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Cohen Investment Advisors LLC
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
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Griffin Asset Management, Inc.
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Lvm Capital Management Ltd/mi
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Ransom Advisory, Ltd
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Commonwealth Equity Services, Llc
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Clarkston Capital Partners, LLC
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Main Street Group, LTD
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Dudley Capital Management, Llc
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BlackRock ESG Capital Allocation Trust
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Grassi Investment Management
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Opulen Financial Group LLC
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Consolidated Investment Group LLC
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
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JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
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Ascent Capital Management, LLC
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Dominguez Wealth Management Solutions, Inc.
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Lee Financial Co
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Seamount Financial Group Inc
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Monte Financial Group, LLC
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Mainstream Capital Management LLC
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BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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Biltmore Family Office, LLC
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RD Lewis Holdings, Inc.
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BluePointe Capital Management, LLC
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Pinnacle Holdings, LLC
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Precedent Wealth Partners, Llc
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Augustine Asset Management Inc
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Algert Global Llc
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Union Savings Bank
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
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Baker Ellis Asset Management LLC
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New Vernon Investment Management Llc
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
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Means Investment Co., Inc.
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Angeles Wealth Management, Llc
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Roof Eidam & Maycock/adv
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Todd Asset Management Llc
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VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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Salem Investment Counselors Inc
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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Rainey & Randall Investment Management Inc.
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Pfc Capital Group, Inc.
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HFR Wealth Management, LLC
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Allen Mooney & Barnes Investment Advisors LLC
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Legacy Trust
|
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Wooster Corthell Wealth Management, Inc.
|
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Profunds - Profund Vp Large-cap Value
|
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Newman Dignan & Sheerar, Inc.
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Centric Wealth Management
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Marshall & Sullivan Inc /wa/
|
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Hudson Bay Capital Management LP
|
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AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
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Steigerwald, Gordon & Koch Inc.
|
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HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
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Certified Advisory Corp
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Castleark Management Llc
|
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|
Corundum Group, Inc.
|
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Awm Capital, Llc
|
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Solstein Capital, LLC
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W.H. Cornerstone Investments Inc.
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Stephens Inc /ar/
|
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Total Wealth Planning & Management, Inc.
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|
Selway Asset Management
|
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|
Sax Wealth Advisors, Llc
|
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|
Westshore Wealth, LLC
|
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|
Atwood & Palmer Inc
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
Torno Capital, Llc
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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Spartan Planning & Wealth Management
|
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|
TriaGen Wealth Management LLC
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|
Ccg Wealth Management, Llc
|
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|
Horrell Capital Management, Inc.
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
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|
Archford Capital Strategies, LLC
|
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|
RFP Financial Group LLC
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Capital & Planning, Llc
|
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|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
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|
Ellevest, Inc.
|
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|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
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|
Colonial Trust Co / SC
|
|
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|
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|
Astoria Portfolio Advisors LLC.
|
|
|
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|
Investment Management Corp of Ontario
|
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|
Country Trust Bank
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Td Asset Management Inc
|
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|
Banco Santander, S.A.
|
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|
Cyr Financial Inc.
|
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|
Strategic Investment Advisors / MI
|
|
|
|
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|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
|
|
|
Custom Index Systems, Llc
|
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|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
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|
|
Old Second National Bank Of Aurora
|
|
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|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
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|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
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|
|
Winthrop Advisory Group LLC
|
|
|
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|
City National Bank Of Florida /msd
|
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|
Coldstream Capital Management Inc
|
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|
Parsons Capital Management Inc/ri
|
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|
Tyler-Stone Wealth Management
|
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|
Somerset Trust Co
|
|
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|
SOA Wealth Advisors, LLC.
|
|
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|
One Degree Advisors Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
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|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
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|
Truepoint, Inc.
|
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|
CIBC World Markets Inc.
|
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|
Cardiff Park Advisors, Llc
|
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|
MFA Wealth Services
|
|
|
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|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
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|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
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|
Talbot Financial, LLC
|
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|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
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|
Atlantic Trust, LLC
|
|
|
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|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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|
|
|
Covestor Ltd
|
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|
|
|
|
Vise Technologies, Inc.
|
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|
Sepio Capital, LP
|
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|
Aft, Forsyth & Sober, LLC
|
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|
Balentine LLC
|
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|
Traphagen Investment Advisors Llc
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
|
UMA Financial Services, Inc.
|
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|
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|
|
jvl associates llc
|
|
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
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|
|
PAX Financial Group, LLC
|
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|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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|
Papp L Roy & Associates
|
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|
Great Waters Wealth Management
|
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|
Heritage Wealth Management, Inc.
|
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EagleClaw Capital Managment, LLC
|
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|
Rempart Asset Management Inc.
|
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|
Ellenbecker Investment Group
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Twin Lakes Capital Management, LLC
|
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|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Ark & Tlk Investments, Llc
|
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|
FSM Wealth Advisors, LLC
|
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|
Jfs Wealth Advisors, Llc
|
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|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ELCO Management Co., LLC
|
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|
|
Toroso Investments, LLC
|
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|
|
Jacobsen Capital Management
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
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|
|
|
Smart Money Group LLC
|
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|
Parthenon Llc
|
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|
Chilton Investment Co Llc
|
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|
Renaissance Investment Group LLC
|
|
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|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
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|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
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|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
|
|
|
Alliance Wealth Advisors, LLC
|
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|
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|
Cable Hill Partners, LLC
|
|
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Appleton Partners Inc/ma
|
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|
Lipe & Dalton
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
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|
BankPlus Trust Department
|
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
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|
Commons Capital, Llc
|
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|
Towerpoint Wealth, LLC
|
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|
Argent Advisors, Inc.
|
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
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|
|
JDM Financial Group LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Stance Capital Llc
|
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
|
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|
BCS Private Wealth Management, Inc.
|
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|
|
|
Shulman DeMeo Asset Management LLC
|
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|
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|
Aureus Asset Management, LLC
|
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|
|
Kuhn & Co Investment Counsel
|
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|
Financial Harvest, LLC
|
|
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|
ProVise Management Group, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
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|
Osprey Private Wealth LLC
|
|
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|
Prairie Wealth Advisors, Inc.
|
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|
Willow Creek Wealth Management Inc.
|
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|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
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|
Eclectic Associates Inc /adv
|
|
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|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
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|
|
Measured Wealth Private Client Group, LLC
|
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|
Enterprise Bank & Trust Co
|
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|
|
Claris Advisors, Llc / Mo /
|
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|
Tower Research Capital LLC (TRC)
|
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|
Clarity Financial LLC
|
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|
PFS Partners, LLC
|
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|
Ball & Co Wealth Management Inc.
|
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
|
|
|
Flossbach Von Storch Ag
|
|
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|
Merit Financial Group, LLC
|
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|
Strategic Planning Group, Llc
|
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|
Varma Mutual Pension Insurance Co
|
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|
Flagship Wealth Advisors, Llc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
Meyer Handelman Co
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
One Wealth Management Investment & Advisory Services, LLC
|
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|
WealthTrak Capital Management LLC
|
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|
Clarius Group, LLC
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
Southland Equity Partners LLC
|
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|
Money Concepts Capital Corp
|
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|
Lowe Wealth Advisors, LLC
|
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|
Eq Wealth Advisors, Llc
|
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|
Gulf International Bank (UK) Ltd
|
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|
Meiji Yasuda Life Insurance Co
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
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|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
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|
Jpmorgan Chase & Co
|
|
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|
|
Helen Stephens Group, LLC
|
|
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|
|
Inspire Advisors, LLC
|
|
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|
|
|
Virginia Wealth Management Group, Inc.
|
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|
Winnow Wealth Llc
|
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|
Fulton Breakefield Broenniman Llc
|
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|
Strs Ohio
|
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|
Curbstone Financial Management Corp
|
|
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|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
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|
|
North Capital, Inc.
|
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|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
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|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Fruth Investment Management
|
|
|
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|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
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|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
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|
|
Kaydan Wealth Management, Inc.
|
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|
|
|
Welch Capital Partners Llc/ny
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Empirical Finance, LLC
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|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
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|
|
|
Royal Fund Management, LLC
|
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|
Mission Wealth Management, Lp
|
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|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
|
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|
Citizens National Bank Trust Department
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
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|
TLW Wealth Management, LLC
|
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|
Francis Financial, Inc.
|
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|
Tobam
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
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|
Woodline Partners LP
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
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|
|
|
|
Manning & Napier Advisors Llc
|
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|
|
|
|
Heritage Financial Services, LLC
|
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|
Clarity Wealth Development LLC
|
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|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Heritage Trust Co
|
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|
|
|
CNB Bank
|
|
|
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|
Aviva Plc
|
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|
|
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|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
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|
TruNorth Capital Management, LLC
|
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|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
|
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|
Bill Few Associates, Inc.
|
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|
We Are One Seven, LLC
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
|
Strategic Advisors LLC
|
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|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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Sentry LLC
|
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|
Moore Capital Management, Lp
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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|
Impact Partnership Wealth, LLC
|
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|
Elgethun Capital Management
|
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|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
Global Wealth Management Investment Advisory, Inc.
|
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|
Profund Advisors Llc
|
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|
Sequent Asset Management, LLC
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Aspen Capital Management, LLC
|
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|
Game Plan Financial Advisors, LLC
|
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|
Bravias Capital Group, LLC
|
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|
Cary Street Partners Financial Llc
|
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|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
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|
|
Northern Financial Advisors Inc
|
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|
|
Insight Inv LLC
|
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|
BluePath Capital Management, LLC
|
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
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|
Pinnacle Financial Partners Inc
|
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|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
Sterling Capital Management LLC
|
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|
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|
Ntv Asset Management Llc
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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|
Deutsche Bank Ag\
|
|
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|
|
|
BIP Wealth, LLC
|
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|
MBE Wealth Management, LLC
|
|
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|
Fermata Advisors, LLC
|
|
|
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|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
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|
|
|
Graney & King, LLC
|
|
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|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
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|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Lighthouse Wealth Management Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
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Optas, LLC
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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Integris Wealth Management, LLC
|
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|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
Group One Trading, L.p.
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Leelyn Smith, LLC
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
First National Advisers, LLC
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Blue Barn Wealth, LLC
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Copia Wealth Management
|
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Arrowroot Family Office, LLC
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CFO4Life Group, LLC
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Northcape Wealth Management, Llc
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Patten & Patten Inc/tn
|
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BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Ariston Services Group
|
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RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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Sentry Investment Management Llc
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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Penobscot Investment Management Company, Inc.
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Brooktree Capital Management
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Morris Retirement Advisors, LLC
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Arcadia Investment Management Corp/mi
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Montag A & Associates Inc
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Bollard Group LLC
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FOCUS Wealth Advisors, LLC
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PineBridge Investments, L.P.
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Elo Mutual Pension Insurance Co
|
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Townsend Asset Management Corp /nc/ /adv
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Conestoga Capital Advisors, LLC
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SBI Securities Co., Ltd.
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Burke & Herbert Bank & Trust Co
|
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Proathlete Wealth Management Llc
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Syntax Research, Inc.
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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|
RFG Advisory, LLC
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Bridgewealth Advisory Group, LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
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Compass Financial Services Inc
|
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Freestone Capital Holdings, LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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McAdam, LLC
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Caxton Associates Llp
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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Infusive Asset Management Inc.
|
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BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
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Fwl Investment Management, Llc
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Dupree Financial Group, LLC
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Chesley Taft & Associates LLC
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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Capital Fund Management S.a.
|
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Quest 10 Wealth Builders, Inc.
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McKinley Carter Wealth Services, Inc.
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Baypointe Partners LLC
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Quilter Plc
|
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Steel Peak Wealth Management LLC
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Thornburg Investment Management Inc
|
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|
Legacy Financial Advisors, Inc.
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
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|
MADDEN SECURITIES Corp
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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|
Westfield Capital Management Co Lp
|
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|
Charter Trust Co
|
|
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|
Sculati Wealth Management, LLC
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
Baird Financial Group, Inc.
|
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|
Regatta Capital Group, Llc
|
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|
Ackerman Capital Advisors, LLC
|
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|
Gabelli Funds Llc
|
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|
Graham Capital Management, L.P.
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
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|
|
Smithfield Trust Co
|
|
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|
|
Lifestyle Asset Management, Inc.
|
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|
Platform Technology Partners
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
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|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Shum Financial Group, Inc.
|
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|
|
|
|
Carret Asset Management, Llc
|
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|
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|
|
Haven Private, LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
EMG Holdings, L.P.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
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Forefront Analytics, LLC
|
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Barr E S & Co
|
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LPL Financial LLC
|
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Union Bancaire Privee, UBP SA
|
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|
Traveka Wealth, LLC
|
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Intellectus Partners, LLC
|
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|
Alexander Labrunerie & Co., Inc.
|
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CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
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|
National Pension Service
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
|
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|
Wealth Advisory Solutions, LLC
|
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|
Central Pacific Bank - Trust Division
|
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|
Pegasus Asset Management, Inc.
|
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Humankind Investments LLC
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BTG Pactual Asset Management US LLC
|
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HC Advisors, LLC
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Atria Investments Llc
|
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|
Kelman-Lazarov, Inc.
|
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|
Clarity Wealth Advisors, LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
MAI Capital Management
|
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Aptus Capital Advisors, LLC
|
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West Family Investments, Inc.
|
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Mid-American Wealth Advisory Group, Inc.
|
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First National Corp /ma/ /adv
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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GenTrust, LLC
|
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Legacy Capital Wealth Management, Llc
|
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Vision Capital Management, Inc.
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
Raelipskie Partnership
|
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|
Pictet & Cie (Europe) SA
|
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Dover Advisors, Llc
|
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Howard Wealth Management, Llc
|
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Xponance, Inc.
|
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Invenio Wealth Partners Llc
|
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Pring Turner Capital Group Inc
|
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Asset Planning,Inc
|
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Stock Yards Bank & Trust Co
|
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|
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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MUFG Securities EMEA plc
|
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Ameriflex Group, Inc.
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Seaside Wealth Management, Inc.
|
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Gwn Securities Inc.
|
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Jones Financial Companies Lllp
|
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Verity & Verity, LLC
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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|
BlackDiamond Wealth Management Inc.
|
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Signal Advisors Wealth, LLC
|
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|
Northstar Financial Companies, Inc.
|
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|
Empirical Asset Management, LLC
|
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Modera Wealth Management, LLC
|
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|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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|
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Murphy & Mullick Capital Management Corp
|
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Atlas Capital Advisors Llc
|
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Hamel Associates, Inc.
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
E. Ohman J:or Asset Management AB
|
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|
Root Financial Partners, LLC
|
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|
Uhlmann Price Securities, Llc
|
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|
Team Financial Group, LLC
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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|
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|
Kirr Marbach & Co Llc /in/
|
|
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|
Everest Management Corp.
|
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|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
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|
Saratoga Research & Investment Management
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
MKP Capital Management, L.L.C.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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Opes Wealth Management LLC
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Fusion Capital, LLC
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
Capital International Inc /ca/
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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Hartland & Co., LLC
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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Tsfg, Llc
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Man Group plc
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Accretive Wealth Partners, LLC
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DoubleLine ETF Adviser LP
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Mill Capital Management, LLC
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First United Bank Trust/
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Mechanics Financial Corp
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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|
Kera Capital Partners, Inc.
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Heritage Investors Management Corp
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ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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Great Valley Advisor Group, Inc.
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SCS Capital Management LLC
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Nemes Rush Group LLC
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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Motive Wealth Advisors
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Stegent Equity Advisors, Inc.
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Rossby Financial, LCC
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Mason & Associates Inc
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M3 Advisory Group, LLC
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OneAscent Wealth Management LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Mount Yale Investment Advisors, LLC
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Northwestern Mutual Investment Management Company, Llc
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Oarsman Capital, Inc.
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CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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Founders Capital Management, Llc
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Stablepoint Partners, LLC
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Burney Co/
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ICONIQ Capital, LLC
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
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Kfg Wealth Management, Llc
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Greenspring Advisors, LLC
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Capital Insight Partners, Llc
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Martin Capital Partners, LLC
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Nicolet Advisory Services, Llc
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Delta Capital Management Llc
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CRA Financial Services, LLC
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Matrix Asset Advisors Inc/ny
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Roberts Capital Advisors, LLC
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TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
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TPG Advisors LLC
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Pioneer Wealth Management Group
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Davy Global Fund Management Ltd
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Forte Capital Llc /adv
|
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Fisher Asset Management, LLC
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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Crescent Grove Advisors, LLC
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Magnolia Capital Management Ltd
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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First Manhattan Co
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Five Oceans Advisors
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Birch Hill Investment Advisors LLC
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Congress Park Capital LLC
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Mezzasalma Advisors, LLC
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Kings Path Partners LLC
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Potentia Wealth
|
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Asahi Life Asset Management Co., Ltd.
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Sagespring Wealth Partners, Llc
|
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Eagle Bay Advisors LLC
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Snowden Capital Advisors LLC
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GSG Advisors LLC
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Oxford Financial Group Ltd
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Czech National Bank
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
Stephenson & Company, Inc.
|
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Voya Prime Rate Trust
|
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LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
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|
IFG Advisory, LLC
|
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|
Woodard & Co Asset Management Group Inc /adv
|
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Harvey Investment Co Llc
|
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AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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|
Avalon Trust Co
|
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|
Buckingham Strategic Partners
|
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|
MRP Capital Investments, LLC
|
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|
New England Capital Financial Advisors LLC
|
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|
Guerra Advisors Inc
|
|
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|
Linden Thomas Advisory Services, LLC
|
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|
Eads & Heald Wealth Management
|
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|
North Forty Two & Co.
|
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|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
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|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
Seldon Capital Lp
|
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|
Summit Financial, LLC
|
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|
Cherrydale Wealth Management, Llc
|
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|
Royal Bank Of Canada
|
|
|
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|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
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|
|
Cumberland Partners Ltd
|
|
|
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|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
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|
|
|
NovaPoint Capital, LLC
|
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|
|
Primoris Wealth Advisors, Llc
|
|
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|
|
Meridian Financial Partners LLC
|
|
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|
|
Westpac Banking Corp
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Focused Investors LLC
|
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Orion Portfolio Solutions, LLC
|
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|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Highline Wealth Partners Llc
|
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Summit Trail Advisors, Llc
|
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Diversify Wealth Management, Llc
|
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|
JSF Financial, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Prosperity Financial Group, Inc.
|
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Beutel, Goodman & Co Ltd.
|
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Hm Payson & Co
|
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|
Swedbank AB
|
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|
Cornercap Investment Counsel Inc
|
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Providence Wealth Advisors, LLC
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Richwood Investment Advisors, LLC
|
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|
Crews Bank & Trust
|
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|
Utah Retirement Systems
|
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|
Fortis Capital Advisors, LLC
|
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LJI Wealth Management, LLC
|
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Onefund, Llc
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
|
Thrivent Financial For Lutherans
|
|
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Qtron Investments LLC
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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Lazard Asset Management Llc
|
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Verus Financial Partners, Inc.
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O'shaughnessy Asset Management, Llc
|
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Family Legacy Financial Solutions, LLC
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Financial Council Asset Management Inc
|
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Schnieders Capital Management Llc
|
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Manitou Investment Management Ltd.
|
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Purus Wealth Management, LLC
|
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Allstate Corp
|
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Peterson Wealth Management
|
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SeaBridge Investment Advisors LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
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|
Broadway Wealth Solutions, Inc.
|
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West Michigan Advisors, Llc
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
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|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
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|
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|
Traynor Capital Management, Inc.
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
Hillsdale Investment Management Inc.
|
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Citigroup Inc
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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Southern Capital Advisors, Llc
|
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MainStreet Investment Advisors LLC
|
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Concord Asset Management, LLC/VA
|
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Bessemer Group Inc
|
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|
LWM Advisory Services, LLC
|
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|
Pinney & Scofield, Inc.
|
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|
Centiva Capital, LP
|
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|
Taylor Hoffman Capital Management LLC
|
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|
McBroom & Associates, LLC
|
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|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
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|
|
|
Goodman Advisory Group, LLC
|
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|
Lafayette Investments, Inc.
|
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|
Sofos Investments, Inc.
|
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|
Cvfg Llc
|
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|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Pitcairn Co
|
|
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|
Whittier Trust Co
|
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|
Ethos Financial Group, LLC
|
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|
Guardian Investment Management
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
Northside Capital Management, LLC
|
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|
Glass Jacobson Investment Advisors llc
|
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|
CSU Producer Resources, Inc.
|
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|
Windward Capital Management Co /ca
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
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|
|
|
|
GDS Wealth Management
|
|
|
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|
|
American Trust
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Menlo Advisors Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Schaeffer Financial LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Holderness Investments Co
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
Broyhill Asset Management
|
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|
Burns J W & Co Inc/ny
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XML Financial, LLC
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Wellington Shields Capital Management, LLC
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Voloridge Investment Management, Llc
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|
Peterson Wealth Services
|
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Morton Community Bank
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
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|
Nbt Bank N A /ny
|
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Oak Harbor Wealth Partners, Llc
|
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|
Arcus Capital Partners, LLC
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Founders Capital Management
|
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Atala Financial Inc
|
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One Capital Management, LLC
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Ballast Advisors Llc
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Wolverine Asset Management Llc
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Rehmann Capital Advisory Group
|
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Jacobs & Co/ca
|
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Roble, Belko & Company, Inc
|
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|
Valley Brook Capital Group, Inc.
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MKT Advisors LLC
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Semus Wealth Partners LLC
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Founders Grove Wealth Partners, Llc
|
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|
Kelly Financial Group Llc
|
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Koss-Olinger Consulting, LLC
|
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OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
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|
Colton Groome Financial Advisors, Llc
|
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South Dakota Investment Council
|
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Ayrshire Capital Management LLC
|
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Jane Street Group, Llc
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Hantz Financial Services, Inc.
|
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Park Capital Management, LLC / WI
|
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Zhang Financial LLC
|
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|
Lynch Asset Management, Inc.
|
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Patrick M Sweeney & Associates, Inc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Financial Insights, Inc.
|
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Jackson Hole Capital Partners, LLC
|
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Sage Rhino Capital Llc
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Monticello Wealth Management, Llc
|
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Sachetta, LLC
|
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|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
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|
Security National Bank
|
|
|
|
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|
Riverpoint Wealth Management Holdings, LLC
|
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|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
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|
Harbor Advisory Corp /ma/
|
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Private Capital Management, LLC
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
Aspire Growth Partners LLC
|
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|
CoreFirst Bank & Trust
|
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|
Intellus Advisors LLC
|
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|
Integral Investment Advisors, Inc.
|
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Colonial River Wealth Management, LLC
|
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|
Centennial Bank/AR/
|
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First National Bank of Mount Dora, Trust Investment Services
|
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|
Peregrine Asset Advisers, Inc.
|
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|
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|
St Germain D J Co Inc
|
|
|
|
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|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
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|
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|
Brady Family Wealth, Llc
|
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|
Intrua Financial, LLC
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
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|
North Ridge Wealth Advisors, Inc.
|
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|
Armbruster Capital Management, Inc.
|
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|
GAM Holding AG
|
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|
Howard Hughes Medical Institute
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
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|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
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|
Conway Capital Management, Inc.
|
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|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
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|
|
|
Moors & Cabot, Inc.
|
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|
Hill Island Financial Llc
|
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|
TigerOak Management, L.L.C.
|
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|
Us Bancorp \de\
|
|
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|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
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|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Hook Mill Capital Partners, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Wellington Management Group Llp
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Harold Davidson & Associates Inc.
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Tribridge Partners Financial LLC
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Enhancing Capital LLC
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Atomi Financial Group, Inc.
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Cambridge Investment Research Advisors, Inc.
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Kilter Group LLC
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Annandale Capital, LLC
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Fort Sheridan Advisors Llc
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Quantinno Capital Management LP
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Nichols & Pratt Advisers Llp /ma
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Penn Davis Mcfarland Inc
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Heartland Advisors Inc
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Merrion Investment Management Co, LLC
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Pure Portfolios Holdings Llc
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Nvwm, Llc
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Jensen Investment Management Inc
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Associated Banc-corp
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Spectrum Planning & Advisory Services Inc.
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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AA Financial Advisors, LLC
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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Gerber, Llc
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Miracle Mile Advisors, LLC
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Bell Asset Management Ltd
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
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Hanlon Investment Management, Inc.
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Institutional Investment Strategy Fund
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King Luther Capital Management Corp
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Caitong International Asset Management Co., Ltd
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Meridian Investment Counsel Inc.
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Capital Planning LLC
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
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Nordea Investment Management Ab
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
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Ensign Peak Advisors, Inc
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First National Bank Of Omaha
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Wayfinding Financial, LLC
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Bay Rivers Group
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Violich Capital Management, Inc.
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Golden State Wealth Management, LLC
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Palogic Value Management, L.P.
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Wetzel Investment Advisors, Inc.
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LFA - Lugano Financial Advisors SA
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Strategy Asset Managers Llc
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Capital Markets Trading UK LLP
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Cladis Investment Advisory, LLC
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
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Seeds Investor Llc
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Quadrant Private Wealth Management, LLC
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Trust Co of Kansas
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Pacific Point Advisors, LLC
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Instrumental Wealth, Llc
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Premier Path Wealth Partners, LLC
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Clarendon Private LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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Goodwin Investment Advisory
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Betterment LLC
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Pinnacle Wealth Management Group, Inc.
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VSTIX - VALIC Co I - Stock Index Fund
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Summit Financial Strategies, Inc.
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Smithbridge Asset Management Inc/de
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Crawford Investment Counsel Inc
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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Key Client Fiduciary Advisors, LLC
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TCI Wealth Advisors, Inc.
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Yukon Wealth Management, Inc.
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First Long Island Investors, LLC
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Renaissance Group Llc
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R. W. Roge & Company, Inc.
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Affinity Capital Advisors, LLC
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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Fiera Capital Corp
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ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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Brightwater Advisory LLC
|
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eCIO, Inc.
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Zwj Investment Counsel Inc
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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American National Bank
|
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MBL Wealth, LLC
|
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Sound View Wealth Advisors Group, LLC
|
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EverSource Wealth Advisors, LLC
|
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Nuveen Dow 30sm Dynamic Overwrite Fund
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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Boyar Asset Management Inc.
|
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Motco
|
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Nbc Securities, Inc.
|
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Detalus Advisors, LLC
|
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von Borstel & Associates, Inc.
|
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Fire Capital Management LLC
|
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Flaharty Asset Management, LLC
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|
